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General Support Services - Document Review Clerk Document Review Clerk

LanceSoft, Inc.
Portland, OR Contractor
POSTED ON 1/12/2025
AVAILABLE BEFORE 3/9/2025
Pay Rate: $20 - $21
Hours: Monday to Friday at 8 am to 5 pm (Open to leave at 4:30 pm if taking 30 minutes lunch)
Monday and Friday - work 2 days remote
Tuesday to Thursday - in the office

Job Details:
Coordinates the preparation of loan/lease packages in compliance with policies and procedures, regulatory guidelines and investor standards by gathering and reviewing necessary documents and information within designated time frames. Communicates with staff, customers/clients, realtors, brokers, counsel, title companies, etc. to respond to inquiries, resolve problems and obtain additional documents needed to complete the file. Ensures compliance with internal policies, regulatory and investor requirements and customer service standards. May coordinate the closing and funding of assigned loan packages; calculating final closing costs and disbursing funds.

Basic Qualifications
- High school diploma or equivalent
- Four to six years of relevant experience

Preferred Skills/Experience
- Thorough knowledge of legal documents used to support applicable loan/lease processing
- Ability to identify and resolve/escalate complex problems with minimal guidance
- Ability to apply critical thinking for all elements of loan documentation construction
- Ability to master the bank's documentation software
- Thorough knowledge of closing policies and procedures, funding policies, underwriting requirements, governmental and agency requirements, terminology and automated processing systems
- Thorough knowledge of applicable credit policies and approval processes for assigned product(s)
- Ability to work effectively and accurately in a fast paced, high production, professional environment
- Strong organizational skills
- Excellent verbal and written communication skills

Overtime is available depending on volumes
Possibility for conversion
Will be about 2 rounds of Teams Video Interviews

Review documents from customers. Responsible for maintaining a steady work flow of incoming documents by verifying that accurate information is present per our systems utilizing a checklist.

Job Tasks:
¿ Review and process Documents to company standard/checklists and computer system
¿ Data Entry
¿ Report Generating
¿ Scan Documents
¿ Labeling Files
¿ Organize Carts
¿ Filing Documents
¿ Meet Deadlines/Daily Production Requirements
¿ Assist with other departments dependent of business needs and work volume
¿ Basic Microsoft Office Skills: Word, Excel, Outlook
¿ Ability to meet Deadlines/Daily Production Requirements
¿ Ability to adapt to new processes
¿ Ability to perform repetitive tasks
¿ Ability to work with Leadership and Peers
¿ Ability to take direction
¿ Ability to work Independently
¿ Strong Attention to detail

Preferred Skills/Experience:
¿ Familiarity with Mortgage Documents preferred
¿ Familiarity with EMBTrust
¿ Excellent interpersonal, verbal, and written communication skills
¿ Strong time management, organization, and problem solving skills
¿ Intermediate Microsoft Excel skills (Manipulating data, vLookups, locating trends, etc.)

Salary : $20 - $21

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